DOSSIER · 13F Holders · Q2 2026
SWANX

SCHWAB CORE EQUITY

2 institutions still hold SCHWAB CORE EQUITY as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509806·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$197K
visible holders
Holders
2
filers reporting
Concentration
87.25%
Game Plan Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported SWANX in Q2 2026. Game Plan Financial Advisors, LLC leads at 87.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Game Plan Financial Advisors, LLC
CIK 0001802952
$172K7K0.06%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$25K9880.01%Q2 2026